NewEdge Wealth LLC Invests $542,000 in Ubiquiti Inc. $UI

NewEdge Wealth LLC bought a new stake in Ubiquiti Inc. (NYSE:UI) during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm bought 1,015 shares of the company’s stock, valued at approximately $542,000.

A number of other large investors also recently modified their holdings of UI. Corient Private Wealth LLC boosted its position in shares of Ubiquiti by 73,940.4% during the fourth quarter. Corient Private Wealth LLC now owns 1,113,568 shares of the company’s stock valued at $616,193,000 after buying an additional 1,112,064 shares during the last quarter. BlackRock Inc. purchased a new stake in Ubiquiti in the 2nd quarter valued at $163,010,000. Arrowstreet Capital Limited Partnership raised its position in Ubiquiti by 11.9% in the 4th quarter. Arrowstreet Capital Limited Partnership now owns 183,464 shares of the company’s stock valued at $101,520,000 after buying an additional 19,504 shares during the last quarter. Morgan Stanley lifted its stake in Ubiquiti by 7.7% during the 4th quarter. Morgan Stanley now owns 102,022 shares of the company’s stock valued at $56,454,000 after acquiring an additional 7,338 shares in the last quarter. Finally, Capital World Investors lifted its stake in Ubiquiti by 16.2% during the 4th quarter. Capital World Investors now owns 100,056 shares of the company’s stock valued at $55,366,000 after acquiring an additional 13,970 shares in the last quarter. Institutional investors own 4.00% of the company’s stock.

Ubiquiti Price Performance

Shares of Ubiquiti stock opened at $557.14 on Friday. The firm has a market cap of $33.72 billion, a PE ratio of 35.15 and a beta of 1.31. Ubiquiti Inc. has a 1 year low of $440.00 and a 1 year high of $1,099.99. The stock has a fifty day moving average price of $552.74 and a 200-day moving average price of $689.87.

Ubiquiti Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 8th. Investors of record on Monday, August 31st will be issued a dividend of $1.00 per share. This represents a $4.00 dividend on an annualized basis and a yield of 0.7%. This is a boost from Ubiquiti’s previous quarterly dividend of $0.80. The ex-dividend date is Monday, August 31st. Ubiquiti’s dividend payout ratio is 20.57%.

Analysts Set New Price Targets

UI has been the topic of a number of analyst reports. Zacks Research downgraded shares of Ubiquiti from a “strong-buy” rating to a “hold” rating in a report on Friday, August 14th. Wall Street Zen downgraded shares of Ubiquiti from a “buy” rating to a “hold” rating in a report on Monday, April 27th. Barclays raised their price target on shares of Ubiquiti from $527.00 to $672.00 and gave the company an “underweight” rating in a research report on Monday, May 11th. BWS Financial restated a “buy” rating and set a $980.00 price target on shares of Ubiquiti in a report on Wednesday, July 8th. Finally, Weiss Ratings downgraded shares of Ubiquiti from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Friday. One analyst has rated the stock with a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Hold” and a consensus target price of $750.67.

More Ubiquiti News

Here are the key news stories impacting Ubiquiti this week:

• Positive Sentiment: Record quarterly results: Ubiquiti reported fiscal Q4 revenue of $937.3 million and non-GAAP diluted EPS of $4.73, exceeding analyst estimates of approximately $850.5 million in revenue and $4.03 EPS. Full-year fiscal 2026 revenue reached $3.3 billion, with non-GAAP EPS of $15.95. Ubiquiti Inc. Reports Fourth Quarter Fiscal 2026 Financial Results
• Positive Sentiment: Significant earnings beat: Quarterly EPS increased from $4.41 a year earlier and surpassed the consensus estimate, while the company reported a 30.43% net margin and 95.62% return on equity. Ubiquiti Inc. Q4 Earnings and Revenues Surpass Estimates
• Positive Sentiment: Higher shareholder returns: Ubiquiti declared a quarterly dividend of $1.00 per share, a 25% increase from $0.80, and extended its share-repurchase program. The dividend is payable September 8 to shareholders of record August 31. Ubiquiti Declares Dividend and Extends Share Repurchase Program
• Neutral Sentiment: Coverage highlighted a strategic shift that is drawing renewed investor attention, but the available report does not provide enough detail to determine its financial impact. Ubiquiti Strategy Shift Draws Fresh Market Focus
• Negative Sentiment: Sell-the-news reaction: One report characterized Ubiquiti’s market response as a plunge despite the earnings beat. With the stock trading at a high earnings multiple and below its 200-day moving average, investors may be demanding stronger forward guidance or additional growth catalysts. Ubiquiti Plummets on Q4 Financials

About Ubiquiti

Ubiquiti Inc (NYSE: UI) is a U.S.-based technology company that designs and sells networking and wireless communication products for enterprise, service provider and consumer markets. Its product portfolio includes Wi?Fi access points, routers and gateways, managed Ethernet switches, network management software, and IP surveillance systems. Ubiquiti’s offerings are organized under several well?known lines—most notably UniFi for managed LAN/Wi?Fi and networked video, AmpliFi for consumer Wi?Fi, and product families targeting service?provider and point?to?point wireless broadband applications.

The company emphasizes integrated hardware and software solutions, with centralized management and cloud?enabled control as core features of its platform approach.